13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
LBAY

TIDAL TRUST I

10 institutions still hold TIDAL TRUST I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 886364850·10 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.3%
vs prior quarter
13F value held
$15M
65.0% inst. owned
of float
Holders
10
+119 QoQ
filers reporting
Activity
+56 / −35
+946 added · −751 reduced
this quarter
Concentration
73.44%
EP Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported LBAY in Q1 2026. EP Wealth Advisors, LLC leads at 73.4% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
EP Wealth Advisors, LLC
CIK 0001540569
$11M400K0.05%Q1 202602
Hyundai Investments Co., Ltd.
CIK 0001892772
$2M56K1.78%Q1 202603
GTS SECURITIES LLC
CIK 0001452765· Market maker
$769,99528K0.03%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$509,78318K0.00%Q1 202605
Ethos Financial Group, LLC
CIK 0001954242
$412,71517K0.03%Q1 202606
Apollon Wealth Management, LLC
CIK 0001764387
$380,34614K0.01%Q1 202607
Capital Planning LLC
CIK 0001790688
$376,21814K0.12%Q1 202608
UBS Group AG
CIK 0001610520
$1,003360.00%Q1 202609
MORGAN STANLEY
CIK 0000895421
$3010.00%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025